Estate planning is a deeply personal process—one that allows individuals to reflect on their values and decide how they wish to be remembered. For Ohio residents who are passionate about environmental conservation and sustainability, the process of estate planning...
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Estate Planning & Probate
NFA Trusts
The National Firearms Act of 1934, the Gun Control Act of 1968, and other federal law make multiple classes of firearms, accessories and other weapons subject to heightened regulations. These items are referred to as “Title II” firearms. Many current or prospective...
When should you modify your existing estate plan?
Estate planning is a necessary aspect of securing your assets and transferring wealth to your heirs. However, life is dynamic, and circumstances change over time. It is important to know when to review and modify your existing estate plan so that your wishes continue...
Who benefits most from having a trust?
Building an estate plan means outlining what will become of your assets, your business and all other important items when you pass away. Writing a will can accomplish many of the most important estate planning tasks, but having a trust ensures that your estate plan is...
Setting up a pet trust can protect your pets after your death
Living in Ohio, you’ve always had the space to have the pets you wanted. You have a dog that you love, raised award-winning horses and have many animals that rely on you. Today, you’re thinking about what might happen to your pets if you pass away. While you believe...
Do you need a living will declaration in your estate plan?
No one likes to imagine something unpleasant happening to themselves or to family members. However, considering possible issues that might arise is important for people who have responsibilities to others in a legal, social or financial sense. Estate planning involves...
Providing clarity, dispelling myths regarding estate planning
Some articles and reports on estate planning lead off with a statement that many people find the topic challenging and even intimidating. Candidly, they do. Moreover, a good number of individuals and families in Ohio and nationally view the estate planning realm as a...